You’ve earned financial freedom.
Now control how you spend each day.
Are your ready to make your money last forever?
Introducing the Retire to Freedom Program
Even if...you aren't sure if you want to quit or simply scale back to enjoy life more without fully retiring.Even if...you still have kids in school or a large mortgage.Even if...you know you aren't there yet, but want to know if you are on track with enough to take your foot off the gas.
Do Retirement Planning Right:
✅ Clarity in days, not years
Know if you have enough to retire in the first week. Master strategies in 30 days that most retirees never grasp.✅ Strategies that have proven to save thousands
Learn how to boost income, reduce taxes, and grow wealthier. We guarantee you will cover the cost of the program. Often many times over.✅ Everything you need, no fluff
Cut through the noise with step-by-step templates that boil everything down and ensure you are covered from every angle.
Do you want to stop wondering what you're missing? You need a solution.
Retirement Readiness Playbook
Learn how to analyze your unique assets, spending, and goals to determine your earliest retirement date, and ensure you have enough.
Lifetime Income Blueprint
Everything you need to fund the life you want. Build you withdrawal strategies, plan health care, minimize taxes, maximize Social Security.
Master Your Money Toolkit
All the worksheets and examples to give you everything to build and manage a financial system that give you peace of mind.
Imagine choosing how to spend your weekdays
• Wake up each day and choose whatever seems like the most fun. Take the dog for a long walk, exercise in the middle of the day, work on your passion project.
• Have the freedom to go anywhere and do anything. Spend a season skiing in the Rockies, learning Spanish in Barcelona, or RV across America.
• Rediscover old interests and try big adventures. Train for a marathon or hike the Pacific Crest Trail.
• Be present for for the people who matter most. Be home for dinner every day. Take the whole family on vacation.
You'll get:
✅ Clarity on your retirement date and income. Know whether you can retire now, next year, or if you need more time.
✅ Certainty that your money will last. Avoid the top fear of running out of funds by understanding safe withdrawal strategies and comprehensive lifetime income planning.
✅ Peace of mind about taxes and healthcare. Learn tax‑efficient withdrawal tactics and how to bridge healthcare coverage before Medicare.
✅ A customized plan that fits your life. Tailor spending, part‑time work, and lifestyle choices so your plan is bulletproof.
✅ Reduced stress and more time. Stop agonizing over calculators and conflicting advice; know what matters to you. Sleep better knowing that your loved ones are secure.
✅ A deep understanding of the concepts and frameworks you need to manage your finances long into retirement.
Master your own financial future.
One wrong move can cost you thousands
Books and free blogs give you theory, but leave you wondering how it applies to your situation. Calculators give the numbers, but no context or confidence. One wrong input and the result could be meaningless.
Don't waste $10,000+ in advisor fees
Advisors often charge thousands in fees or take a percentage of your assets every year that easily adds up to tens of thousands of dollar. Their incentives don't always align with yours, they profit when you keep money invested, even if you want to retire sooner.
What makes this program different
• Step-by-step framework that shows you how to make decisions for yourself.
• Personalized guidance with 1:1 strategy calls so that you’re not left guessing.
• Clear tools and checklists designed 40s–50s early retireees, not generic advice.
•Transparent one-time price, no hidden fees, no ongoing sales pitch.
Meet Your Guide
Hi, I’m James.
I lead financial planning for one of the world’s largest digital platforms, where my work shapes strategies for billions of visitors. Now I use that expertise to help individuals and families build wealth, retire with confidence, and design their ideal life.I’ve seen how the right plan removes stress and unlocks freedom. This program distills the same clarity and strategy I use at the enterprise level into simple, actionable retirement planning.What You Get With Me
• Proven expertise: Financial planning leader at a global tech platform.
• Clarity: The leading frameworks and tools to focus on what matters.
• Confidence: Strategies to protect wealth and plan for freedom.
• Direct support: Access to tailored 1:1 consulting and resources.
"Working with James was great!"
"Because of the work we did with James, we feel more prepared financially for our future. Not only did he help with our specific concerns, like paying off student loans and saving for retirement, but he provided us with a financial education that will benefit us in the years to come."Kaela V, Bay Area, CA. Occupational Therapist
Freedom from 9-5:
Founding Member Edition.
We are opening up a one-time version of this program for people who want to be sure they are ready to take the leap to more control over their time.You'll have step-by-step modules coupled with expert strategy consulting along the way so you have all of your retirement bases covered.✅ Retirement Readiness Playbook Analyze your entire financial foundation and determine your earliest retirement date and live your best retirement.
✅ Lifetime income Blueprint Optimize all of your income streams taxes, health care, and more.
✅ Master Your Portfolio Toolkit including the worksheets & calculators. You keep these forever.
✅ Dual risk-free guarantee (See below)Plus get these BONUSES!
✅ Complete personalized 1:1 strategy sessions and coaching ($2,000 value, available to Founding Members only)
✅ Access to all future program updates (Available to Founding Members only)
✅ My "Golden Handcuffs" Strategy to analyze when it's worth waiting to your next bonus or vesting date before pulling the plug.As a founding member, you get the lowest price this program will ever offer. If it doesn’t deliver results to your complete satisfaction, you get a full refund and lifetime access to all future updates, free.Limited Time Founding Member Price: $550
(Regular price: $1750)
One-time payment, no hidden fees
Dual Risk-free Guarantee
After finishing the program, if you don’t feel 100% confident about when you can retire and how to structure your plan, I’ll refund every penny, and you keep all the tools and worksheets. No questions asked.
Most clients find strategies worth 5x–10x the cost. If we don’t uncover at least one way to boost income, cut taxes, or prevent a costly mistake worth more than your investment, I’ll refund you and send you $250 for your time.
Our goal is to give you the education, tools, and confidence to make your own informed decisions about retirement. We don’t provide individualized investment advice. If you would prefer someone to create specific strategies for you tailored to your situation, seek a licensed financial advisor.